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VMware SDN, cloud issues did not push Casado out

Jim Duffy | Feb. 26, 2016
A restless scientist just got a great offer, analysts say.

“He came to the conclusion that he’d done everything he could” to build the NSX business within VMware, Skorupa says. “The business us up and running and at a run rate that it is no longer (the purview) of a chief scientist or evangelist. It’s done well, and it’s time to hand it to someone who can continue to do well.”

VMware is also undergoing a shift in its cloud strategy and a massive acquisition of its parent EMC by Dell. These factors also did not play a role in Casado’s decision to leave, observers say.

“NSX has become an even more important asset for VMware, providing a secure overlay to leading public clouds for VMware’s private-cloud enterprise customers,” IDC’s Casemore says. “NSX sales are ramping, the sales force has a better appreciation for the product and what it can do for customers, and Dell’s pending acquisition of EMC should result in additional market traction.

“Martin probably felt his work there was done, and that it was time for somebody else to take it forward while he went off to pursue new opportunities,” Casemore adds. “He’s exceptionally creative and entrepreneurial, and VMware is a big company now. It was inevitable that he’d get restless and want to pursue new ideas and opportunities.”

Casado should be proud of NSX’s momentum, says Stu Miniman, an analyst at Wikibon.

“I don’t think Martin ‘fled’ due to challenging times,” he said. “My take is that it is more the tremendous opportunity than any deficit at VMware.”

Senior Editor Brandon Butler contributed to this report.


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